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LIGHTHOUSE WEALTH STRATEGIES, LLC
CRD 299334 · SEC 801-114372
3312 ROSEDALE ST, SUITE 201, GIG HARBOR, WA, 98335, United States
Phone
253-948-3725
Fax
253-313-5828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$844.4M
Discretionary AUM
$844.4M
Team
13 total employees; 13 advisory reps; 608 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 646 | $404.8M |
| High net worth individuals | 220 | $439.6M |
States served
AK, AZ, CA, CO, GA, ID, MT, NE, NV, NC, OR, SC, TN, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD